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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salt Lake City, UT

Every SEC-registered investment adviser representative at a firm office in Salt Lake City, with the firms that employ the most of them.

1,587 registered advisors work in Salt Lake City; the most are at Strategic Advisers LLC (634). 111 list the CFP designation and 1,258 are also registered broker representatives.

Firms with the most advisors in Salt Lake City

FirmAdvisors in Salt Lake City
Strategic Advisers LLC634
Wells Fargo Clearing Services, LLC news210
Merrill Lynch, Pierce, Fenner & Smith Incorporated news50
Morgan Stanley news45
Wasatch Advisors LP38
LPL Financial LLC news34
J.P. Morgan Securities LLC news30
Ameriprise Financial Services, LLC news18
Crewe Advisors18
Raymond James Financial Services Advisors, Inc. news18
Sepio Capital, LP16
UBS Financial Services Inc. news16
Albion Financial Group14
Raymond James & Associates, Inc. news14
Wells Fargo Advisors Financial Network, LLC news14
Alta Capital Management LLC13
Cynosure Group, LLC13
D.A. Davidson & Co.12
Grandeur Peak Global Advisors12
Commonwealth Financial Network news11
Edward Jones news11
Tiaa-Cref Individual & Institutional Services, LLC11
Captrust news10
Ep Wealth Advisors9
Equitable Advisors, LLC news9

Advisors in Salt Lake City, A to Z (first 300 of 1,587)

CFP advisors in Salt Lake City →

Other cities in Utah

All of Utah →

South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Salt Lake City, UT?

1,587 investment adviser representatives are registered at firm offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records. 1,258 of them are also registered as broker representatives, and 111 list the CFP designation.

Which firm has the most financial advisors in Salt Lake City?

Strategic Advisers LLC, with 634 registered advisors in Salt Lake City, followed by Wells Fargo Clearing Services, LLC with 210.

How do I check a financial advisor in Salt Lake City?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.